2023
The evidence uses 2023 mainly as a reference point for market stress, especially the FTX collapse, bank failures, rising rates, sanctions, and weak labour or property trends. Arthur Hayes presents 2023 as one of several crises that markets can climb during a mega bull run 3, while other speakers use it to frame continuing vulnerabilities in bonds, banks, employment data, housing and Europe 591128. Views are not uniform: some see 2023-era disruption as a precedent for further deterioration, while others describe adaptation, resilient spending or renewed investment as offsetting forces 62225.
From the window to Oct 10, 05:30 ET — this window's take is still to be written.
Where the voices land
Nobody took a position this week.
Mentions
25 this weekStories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Josh Linville 6 mentions
- The Kobeissi Letter 4 mentions
- Jeffrey Currie ++ 3 mentions
- Max Wiethe 2 mentions
- Ben Inker 2 mentions
- Javier Blas 2 mentions
- Rory Johnston 2 mentions
- David Lin 2 mentions
See what your own voices say about 2023, every morning.
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